How to Grow your Business in a New Direction with Retirement Plans

Join our 30-minute Annuity Advantage Connection to better understand:

  • Tax law changes triggering the loss of fifty-five deductions and higher rates across the board means all business owners are concerned about taxes.
  • If you know an accountant, attorney, doctor, consultant, real estate agent or independent distributor, there is an overlooked strategy which can enable you to hit a tax planning home run for these business owners.
  • For smaller companies with 5 or fewer employees, the Pension Protection Act provided new flexibility and tax deferrals ranging from $53,000 to over $175,000 per year.
  • Find out how you can easily enter this market using Partners Advantage leverage with turnkey providers like ANICO and Lafayette Life.

Fall is retirement planning season. Join this webinar to jump start your entry into or current business with this important market.

Thursday, October 6
9 a.m. Pacific, 10 a.m. Mountain,
11 a.m. Central, 12 p.m. Eastern

Can't see the button? Register Now!

Presented by William H. (Bill) Jackson J.D., CLU®
Senior Advanced Markets Consultant at Partners Advantage

Bill Jackson joined Partners Advantage and Platinum Partners in 2014 and serves as senior advanced markets consultant, working with all divisions of the company to assist financial professionals and agencies grow their businesses in advanced markets. He provides his valuable strategies on a number of areas, including tax, financial, philanthropic, retirement, business and estate issues. He is part of an in-house team of highly experienced professionals at Partners Advantage which provides insights on complex cases and products. These services also include an in-house underwriting team and compliance and suitability team.

Prior to joining Partners Advantage, Jackson served in a number of sales and product marketing roles at Sun Life and AIG Sun America. Jackson also has extensive experience managing pension, business and estate planning, and deferred compensation divisions.

Call the Partners Advantage Annuity Brokerage Team for assistance at 888-251-5525, Ext. 709


For financial professional use only. Not for consumer use.

This webinar is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Partners Advantage and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.

The views of the presenters are those of the speakers and not necessarily those of Partners Advantage Insurance Services. Please note that the information and opinions shared are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage.


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